Semiconductor News & Analysis Feed
8106 articles
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This Tiny Australian AI Stock Up 4,000% in 2026 Just Inked a Nvidia Deal. Here's the Story.
Elizabeth H. Volk
Fri, June 12, 2026 at 6:27 AM PDT 4 min read
NVDA
+0.16%
CRWV
+5.02%
MRVL
-0.36%
SHAZ
-12.85%
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Trading disclosure
Data Center by Caureem via Shutterstock (2)
Sharon AI Holdings (SHAZ), a small Australian neocloud company listed on the Nasdaq, is in the spotlight
2026-06-12
www.tradingview.com
2026-06-12
TradingView
News
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GuruFocus
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Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Less than 1 min read
SHAZ
−9.09%
NVDA
+0.37%
Sharon AI
SHAZ
surged about 25% on Friday after entering a six-year strategic compute collaboration with NVIDIA
NVDA
.
Sharon AI said the agreement will support the rollout of 72 megawatts of new data-center c
2026-06-12
www.barchart.com
2026-06-12
Barchart
Jen-Hsun Huan NVIDIA's Founder, President and CEO by jamesonwu1972 via Shutterstock
Analysts keep raising their Nvidia Inc (NVDA) FY 2027 revenue forecasts and their NVDA price targets. This implies that free cash flow (FCF) will be higher than expected. NVDA stock could be worth $330, +61% higher. This is based on conservative FCF margin and FCF yield assumptions.
NVDA closed at $204.87 on Thur
2026-06-12
www.siliconrepublic.com
2026-06-12
Silicon Republic
BUSINESS
Chipmaker Infineon readies to open new German fab
by Suhasini Srinivasaragavan
12 JUN 2026
SAVE ARTICLE
Image: © Kara/Stock.adobe.com
The new fab marks a win for the EU in its attempts to improve the bloc’s chipmaking capacity.
Global semiconductor company Infineon Technologies is set to open a new €5bn chip factory in Germany, extending its existing campus in Dresden.
The factor
2026-06-12
www.barrons.com
2026-06-12
Barron's
__fail__
2026-06-12
ts2.tech
2026-06-12
TechStock²
12 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·NASDAQ:MU·SEMICONDUCTORS·STOCK MARKET·TECHNOLOGY
2 MINS READ
MICRON STOCK NEARS $1,000 AGAIN AS AI MEMORY RALLY FACES JUNE 24 TEST
BY KHADIJA SAEED
New York, June 12, 2026, 08:03 EDT
Micron closed Thursday at $995.87, up 11.66%, after a sharp five-session pullback.
Wall Street remains split between rising memory-price estimates and concern that the
2026-06-12
www.tikr.com
2026-06-12
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $548.71
TIKR Mid-Case Target: ~$533
TIKR High-Case Target: ~$928 | Total Return: ~87% | IRR: ~8%/year
Street Mean Target: ~$513
Earnings Reaction: -0.89% (reported May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials, Inc. (AMAT) gain
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Breadcrumb
All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Xponance LLC Acquires 3,562 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Xponance LLC increased its stake in Cadence Design Systems by 4.9% in the fourth quarter, buying 3,562 additional shares and bringing its total holding to 76,058 shares valued at about $23.8 million.
Institutional ownership remains very high, wit
2026-06-12
www.reuters.com
2026-06-12
Reuters
__fail__
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Heekyong Yang and Yantoultra Ngui
Fri, June 12, 2026 at 4:27 AM PDT 2 min read
000660.KS
+2.33%
^IXIC
+2.54%
NVDA
+2.22%
MSFT
-1.77%
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Trading disclosure
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choos
2026-06-12
ca.finance.yahoo.com
2026-06-12
Yahoo! Finance Canada
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Illustration shows SK hynix logo · Reuters
Heekyong Yang and Yantoultra Ngui
Fri, June 12, 2026 at 4:27 a.m. PDT 2 min read
000660.KS
+2.33%
^IXIC
+2.54%
NVDA
+2.22%
MSFT
-1.77%
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron and Sandisk Are Up Big During the Past Year. Can the Run Continue?
Keithen Drury, The Motley Fool
Fri, June 12, 2026 at 4:20 AM PDT 4 min read
SNDK
+14.50%
MU
+11.66%
NVDA
+2.22%
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Trading disclosure
If you had the foresight to invest in Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) stock during this time last year, you look like a genius right now. Micron is up a
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Sharon AI Announces Six Year Strategic Compute Collaboration with NVIDIA
Business Wire
Fri, June 12, 2026 at 4:20 AM PDT 5 min read
NVDA
+0.02%
SHAZ
-9.19%
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Trading disclosure
NVIDIA and Sharon AI to deploy 72MW AI factory and up to 40,000 Grace Blackwell GB300 GPUs in Austra
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
If you had the foresight to invest in Micron (
MU
+11.48%
) and Sandisk (
SNDK
+14.50%
) stock during this time last year, you look like a genius right now. Micron is up about 700%, while Sandisk is up more than 3,800%. Those are monster returns in a short time frame, and would thrill any investor.
But that doesn't matter anymore. What really matters is if these two can continue their run.
Image
2026-06-12
www.barrons.com
2026-06-12
Barron's
__fail__
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.